Understanding Deals
A deal represents a potential sale or opportunity. Track each deal through your sales pipeline from initial contact to closed won or lost.
Creating Deals
Create a new deal by clicking 'Add Deal' and associating it with a contact or company. Set the deal value, expected close date, and initial stage.
Pipeline Management
Your pipeline is a visual representation of all active deals. Drag and drop deals between stages as they progress. Monitor the health of your pipeline with built-in analytics.
Deal Automation
Set up automated workflows to move deals between stages based on specific actions. For example, automatically move a deal to 'Proposal Sent' when you email a quote.
Pro Tip
Bookmark important pages for quick access. Use the search feature to find specific topics across all documentation.
Next Steps
Continue to the next module to learn more advanced features and best practices.
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